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Advisory Resource Group’s Cummins CMI Stock Holding History

Advisory Resource Group’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.7M Sell
12,196
-58
-0.5% -$38.2K 1.31% 17
2026
Q1 		$6.59M Sell
12,254
-547
-4% -$310K 1.13% 21
2025
Q4 		$6.53M Sell
12,801
-1,153
-8% -$539K 1.15% 23
2025
Q3 		$5.89M Sell
13,954
-1,750
-11% -$671K 1.06% 29
2025
Q2 		$5.14M Buy
15,704
+1,023
+7% +$317K 0.99% 33
2025
Q1 		$4.6M Buy
14,681
+698
+5% +$246K 0.94% 34
2024
Q4 		$4.87M Sell
13,983
-1,345
-9% -$473K 1.03% 28
2024
Q3 		$4.96M Buy
15,328
+155
+1% +$45.9K 1.06% 25
2024
Q2 		$4.2M Buy
15,173
+485
+3% +$139K 0.95% 35
2024
Q1 		$4.33M Buy
14,688
+839
+6% +$216K 0.99% 25
2023
Q4 		$3.32M Buy
13,849
+545
+4% +$124K 0.83% 38
2023
Q3 		$3.04M Buy
13,304
+524
+4% +$127K 0.82% 32
2023
Q2 		$3.13M Buy
+12,780
New +$2.89M 0.85% 27

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Advisory Resource Group's CMI Position: Q2 2026 in Review

Advisory Resource Group reduced its Cummins (CMI) stake by 0.47% in Q2 2026, selling an estimated $38.2K and leaving 12,196 shares worth $8.7M. The position accounts for 1.31% of the portfolio, ranked #17.

Advisory Resource Group first reported a position in CMI in Q2 2023 and has held it in 13 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Advisory Resource Group held 12,196 shares of Cummins worth $8.7M as of Q2 2026.
  • Advisory Resource Group sold 58 Cummins shares in Q2 2026, an estimated $38.2K.
  • Cummins made up 1.31% of Advisory Resource Group's portfolio in Q2 2026, its #17 holding.
  • Advisory Resource Group first reported a position in Cummins in Q2 2023 and has held it in 13 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.